Intrua Financial’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Intrua Financial’s Portfolio IUSB Stock Details IUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,448	Closed	-$205K	–	363
2023 Q1	$205K	Sell	4,448 -136	-3%	-$6.22K	0.04%	322
2022 Q4	$213K	Sell	4,584 -1,691	-27%	-$75.6K	0.05%	315
2022 Q3	$279K	Sell	6,275 -24,244	-79%	-$1.13M	0.07%	239
2022 Q2	$1.43M	Sell	30,519 -2,382	-7%	-$113K	0.3%	73
2022 Q1	$1.63M	Buy	32,901 +1,713	+5%	+$87.3K	0.29%	69
2021 Q4	$1.65M	Sell	31,188 -5,496	-15%	-$291K	0.29%	76
2021 Q3	$1.95M	Buy	36,684 +6,914	+23%	+$371K	0.36%	57
2021 Q2	$1.59M	Buy	29,770 +11,574	+64%	+$615K	0.38%	57
2021 Q1	$965K	Buy	+18,196	New	+$975K	0.25%	91

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Intrua Financial's IUSB Position: Q2 2023 in Review

Intrua Financial sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2023, closing a stake of 4,448 shares — an estimated $205K sold.

Intrua Financial first reported a position in IUSB in Q1 2021 and held it in 9 quarters. The position peaked at $1.95M in Q3 2021. 524 funds tracked by Wall St. Rank hold IUSB as of Q2 2023.

Intrua Financial reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2023 after selling out during the quarter.
Intrua Financial sold 4,448 iShares Core Universal USD Bond ETF shares in Q2 2023, an estimated $205K.
Intrua Financial first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and held it in 9 quarters.
Intrua Financial's iShares Core Universal USD Bond ETF position peaked at $1.95M in Q3 2021.
524 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2023.

Based on Intrua Financial's 13F filing for Q2 2023, filed 13 Feb 2025.